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Root Financial Partners’s Kilroy Realty KRC Stock Holding History

Root Financial Partners’s Portfolio KRC Stock Details KRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-69
Closed -$1.95K – 1907
2026
Q1 		$1.95K Sell
69
-2
-3% -$66 ﹤0.01% 2333
2025
Q4 		$2.65K Buy
71
+58
+446% +$2.37K ﹤0.01% 1938
2025
Q3 		$549 Buy
+13
New +$513 ﹤0.01% 2140

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Vanguard Portfolio Management
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State Street
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Root Financial Partners's KRC Position: Q2 2026 in Review

Root Financial Partners sold out of Kilroy Realty (KRC) in Q2 2026, closing a stake of 69 shares — an estimated $1.95K sold.

Root Financial Partners first reported a position in KRC in Q3 2025 and held it in 3 quarters. The position peaked at $2.65K in Q4 2025. 385 funds tracked by Wall St. Rank hold KRC as of Q2 2026.

  • Root Financial Partners reported no remaining Kilroy Realty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 69 Kilroy Realty shares in Q2 2026, an estimated $1.95K.
  • Root Financial Partners first reported a position in Kilroy Realty in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kilroy Realty position peaked at $2.65K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Kilroy Realty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.